Cloud storage is hard to save NETAC technology

Newspaper reporter Hu intern reporter Zhu when the Shenzhen report

In recent days, NETAC technology, which has been plagued by negative news, is turning to cloud storage in cloud computing. Secondary market, has been taking bear's share price, also appeared a wave of 30% or so rebound.

January 8, 2010, NETAC technology landing gem. But this auspicious day, does not seem to give this to the U. In less than two years, Netac in the capital market performance let everyone is surprised, as if TVB TV series of the old story of the general experience of the capital market of various "pain": shrinking performance, patent rights blocked, business model was questioned, senior management shocks, 0 institutional investment, stock prices all the way down brutally cut and so on, facing various pressures Chairman Deng eventually "left", another founder Cheng (Weibo) to take the palm of NETAC.

With the advent of the cloud storage era, still keep the technology-leading NETAC began racing enclosure, starting the U disk's father's salvation Road.

A lawsuit to earn money?

July 24, 2002, the State Intellectual Property Office formally approved the NETAC "for data processing system of fast-lightning sub-storage methods and devices," the patent application. One months later, Netac in China to sue Acer (Weibo), the same period was sued in Beijing, China Flag Company and its foundry factory Shenzhen Fu Guang Electronics Co., Ltd., NETAC began his own unique "legal way to earn money," which has become a lot of people to mention Netac's first impression.

"At the earliest problem, I called Deng the same day, a dozen is more than 50." But the minute he sees me, he's not answering. Later, I used the driver's phone to call him over, I said I was Feng (Weibo), he hung up. If I had flown over to find him, the problem would have been solved. "Aigo's president, Feng, recalls in an interview.

Recently on Weibo on the frequency of entrepreneurial sentiment, Feng: "Storage King successful, into the U disk business." The initial period was smooth, and the market share was leading in less than a year. But the pain followed, Netac sued Patriot infringement. In fact, two companies technical routes and different, so played a four-year lawsuit, until I and Deng saw a side, both sides said Chinese why hit the Chinese, the two sides of the merger of intellectual property rights to form a patent pool, consistent with international brand competition, this began a double win! ”

But this is not a win, Feng then resolutely chose the brand for the King's strategy, Big fight channel war. Patent pool soup does not raise fat Netac, but is the patriot on the road of the brand has become China u disk first brand. When the people on the other end of the line had withdrawn from the stage, Feng's rivals changed from Deng to Cheng, and Netac, the most conspicuous profit in the quarterly quarter, was the rental income from the Netac mansion leased to Tencent.

The Tong, a professor of graduate school in Shenzhen, said the business model was not necessarily complex, and sometimes even better. But this "sometimes" obviously did not happen to NETAC. Chen Guanghua, an analyst with the securities, said: "The patent profit model is one of NETAC important business models, the company's patent profits are unstable." In the field of patent operation, due to the factors such as preparation and negotiation progress, the company realizes a certain fluctuation in the time and amount of the new patent revenue, resulting in a 14.36% decline in the company's 2011 1-September Patent license income. ”

Obviously, in this era of technological innovation for the king, Netac but because of technical skills and eat a loss. In other words, NETAC technology failed to translate the patent into productivity and market share, relying solely on patent rights to profit, this is its soft rib. But once the patent rights are in the trap, or the industry appears new technological innovation, will make the company's profit prospects full of uncertainty.

Cheng is the Savior?

According to wind statistics, from September 2010 to date, in addition to the first resignation of chairman Deng, NETAC Technology has 12 managers resigned, a total of 19 jobs. Since January 10 this year, the ban on restricted shares, some managers and their relatives began to continue to reduce, during which the share price has been declining, according to statistics, the cumulative reduction of 1,630,250 shares, the total set is 44.0509 million yuan.

New chairman Cheng good at Capital operation, the company's management philosophy and Deng different, although also attaches great importance to technology research and development, but Cheng market sensitivity than Deng stronger. In the operation of Cheng, NETAC began to exert force, on the one hand, the introduction of the National Plate series, become "National ceremony" by the Chinese representative in the ASEAN Exposition to the national dignitaries, on the other hand, Netac layout cloud storage, with strong technical advantages accumulated trying to in the cloud storage era happy enclosure.

"There is a technology to do the foundation, plus Cheng is a person who knows capital, optimistic about the future of Netac." Reporters in a Shenzhen securities business department heard many investors say so.

"Netac has technical advantages, no channel advantage, no customer brand advantage, this is their biggest problem, Cheng is a technical expert, it is possible to make changes, but can not change the essence of the enterprise technology supremacy." "Hua Jing Consulting Chairman Ching said.

In fact, Cheng after taking office, NETAC positive: national disk launched to seize the high-end market, Thailand floods push up the global hard drive prices, patent rights to obtain progress, cloud storage products are about to launch. This makes NETAC in the capital market environment gradually improved, the share price from 19 yuan to the way to 23 yuan.

Cloud storage as a lifeline?

At the 13th session of the High fair, a number of cloud computing results appeared in Shenzhen, Shenzhen Cloud Computing Center officially opened, as if to show the era of cloud computing has come to the collar. According to Taneja group, cloud storage products will achieve a market value of $10 billion by 2014. A report shows that in the next 5 years, China's cloud storage services market in the annual composite growth rate will reach 103%. Although Netac did not participate in the high fair, but September 19 Netac shareholders ' meeting, Cheng revealed that the cloud storage and other markets or opportunities, "the company since the listing are looking for mergers and acquisitions, mergers and acquisitions mainly around the storage of up and down." "Cloud storage of the proposed and technology breakthroughs will create a new blue sea for the storage industry, but also become one of the key areas of NETAC science and technology development."

"I think cloud storage is just a concept, and Netac still doesn't have the advantage of software." Ching that Netac still did not change his past in the channel and brand on the decline.

But NETAC that the arrival of the cloud storage era has become the key to Netac's "gorgeous reversal", Netac the Zhang Zhoquan of the Ministry of Technology marketing, said Netac focus on the development of cloud storage technology, in the coming year will launch a cloud U disk and wireless storage and a series of products. Companies in the mobile storage and cloud storage areas have done in advance layout, 2012 will start exerting force. Netac Dong-Loo, said in an interview, "in the next few years, the traditional products, patent rights, cloud storage will constitute the NETAC technology income and profitability of the ' separation of three feet ', and technology accumulation and innovation will be the ' jinding ' Foundation." In the three quarterly reports, the company's annual performance of 2011 has been forecast for an increase of 30% to 50%.

(Responsible editor: The good of the Legacy)